All User Resources (Indigo: V3)
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  2. Meetings Module
  3. All User Resources (Indigo: V3)

Manage meeting

Meeting organizers can manage meetings at any time, ensuring schedules remain accurate and up-to-date. For recurring meetings, organizers can edit a single event or the entire series to save time and maintain consistency.

Organizers can also edit or delete scheduled meetings directly in Google Calendar or Microsoft Calendar if required. If the changes are not reflected within the Meetings module, manually sync the calendar.

đź“’Note: Editing a past meeting in the calendar does not update in the Meetings module. However, editing an upcoming meeting in the calendar updates changes in the Meetings module.

You can also edit the meeting timeline in a recurring series.

Navigate to Apps > Meetings.

  1. Go to My Meetings.
  2. Select a meeting to open the “Meeting Details” page.
  3. Click the Overflow undefined-Nov-03-2025-01-24-11-2983-PM Menu at the top for additional actions.

Task

Steps

Schedule new meeting (Available for one-on-one meetings only)

Select Schedule New Meeting, enter the necessary details, and click Save.

Learn more in Schedule one-on-one meeting.

Copy discussion points (Available after adding discussion points)

 4. Select Copy Discussion Points.

 5. Toggle the button Copy discussion points with notes if required.

 6. Manually select sections and discussion points, or enable Select All.

 7. Click Add to at the top right and select:

    Sync with calendar (Available if calendar sync is pending)

    Select Sync with Calendar to manually update the meeting details.

    For recurring meetings, you can sync only the current meeting or all meetings in the series.

    Export details

    (as a PDF report)

    Select Export Details to generate a PDF report.

    Click the Download Download Grey icon to save it.

    Share feedback

    (Available after the meeting)

    Select Share feedback to give feedback about your meeting experience at any time.

    Learn more in Share feedback on a meeting.

    Edit meeting

    Select Edit Meeting to modify meeting details.

    End recurrence (Available for recurring meetings)

    Select End recurrence to stop the recurrence and delete all future meetings.

    Delete meeting

    Select Delete to remove the meeting.

    Edit timeline (Available for recurring meetings)

    • View the meeting timeline on the left panel.
    • Hover over a date and click the Edit edit grey-3 icon to update it.

    đź“’Notes:

    • Organizers cannot schedule a new meeting within a recurring team meeting, but they can edit the timeline as required.
    • In one-on-one meetings, both organizers and participants can schedule a new meeting between recurring ones by editing the timeline.
    • The timeline is available in one-on-one meetings, even if recurrence is not set, but it is unavailable in non-recurring team meetings.
    • Editing recurrence in a team meeting disrupts the recurrence pattern. In one-on-one meetings, the pattern remains intact, allowing you to add meetings in between.
    • The start time of two meetings in a recurring series is always different.
    • When editing or deleting a recurring meeting, select either a single meeting or the entire series.
    • After a meeting, when you open the “Meeting Details” page, the “Share feedback” pop-up appears, prompting you to give feedback. You can skip or share your feedback.

    ⚠️Warning: Ending a recurring meeting stops the recurrence and deletes all future meetings.

    After creating and managing meetings, nudge participants to add discussion points. Learn more in Nudge meeting participants.

    After a meeting, export details for future reference. Learn more in Export meeting details.